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The ten-step process and compliance for non-life insurance related advice (personal lines)

R350.00 (incl. VAT)

This course unpacks the fundamental principles within the framework of the ten-step process of professional client engagement that enable non-life insurance advisors to provide personal lines insurance advice and to render intermediaries services in a compliant way by making sure that their non-life personal lines transactions are accurately accounted for..

Description

This course unpacks the fundamental principles within the framework of the ten-step process of professional client engagement that enable non-life insurance advisors to provide personal lines insurance advice and to render intermediaries services in a compliant way by making sure that their non-life personal lines transactions are accurately accounted for..